Dynamics 365 Operations Credit & Collections | Credit Limits, Aging & Collections

Sneak peek inside!

Sneak peek inside!

• Title: Course xxxx

Course Length: 00 Hours 25 Minutes 02 Seconds
The paid version of this course contains videos on the following topics: 

Overview

This course provides practical training on Credit and Collections in Microsoft Dynamics 365 Finance. You’ll learn how credit management and collections functionality help organizations manage customer credit exposure, monitor overdue balances, organize collection activities, and support more effective Accounts Receivable and cash-flow management.

What You Will Learn

• Understand Credit and Collections in Microsoft Dynamics 365 Finance
• Understand and manage customer credit limits
• Understand customer credit information and credit exposure
• Understand customer aging snapshots and aged balances
• Use customer pools to organize collections activities
• Understand the role of collections agents and collections activities
• Review customer collections information from a centralized workspace
• Manage overdue customer balances and collection activities
• Understand collections-related interest, fees, write-offs, and payment issues
• Support stronger Accounts Receivable, credit risk, and cash-flow management

Course Overview

This module includes hands-on demonstrations of:

• Working with Credit and Collections in Microsoft Dynamics 365 Finance
• Reviewing customer credit information and credit limits
• Working with aging information and customer balances
• Using customer pools to organize collection activities
• Reviewing customer collections information
• Managing collection activities and overdue customer accounts
• Supporting Accounts Receivable collection and credit-control processes

Outcome

By the end of this course, you’ll understand how Credit and Collections functionality in Microsoft Dynamics 365 Finance supports customer credit management, aging analysis, collections activities, overdue account management, Accounts Receivable controls, and improved cash-flow management.